See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,932 | $93,024-39.9% | $77,024-27.4% | $134,475-58.4% |
| Participation rate | 76.5% | 74.5%+2.0pp | 67.9%+8.6pp | 81.2%-4.8pp |
| Annual return | -40.12% | 62.60%-102.7pp | 42.32%-82.4pp | 417.96%-458.1pp |
| Employer contribution / active EE | $2,077 | $3,418-39.2% | $2,812-26.2% | $4,740-56.2% |
| Participant deferral / active EE | $2,468 | $5,238-52.9% | $4,426-44.2% | $6,400-61.4% |
| Admin fee / account holder | $1,740 | $6,944-74.9% | $5,425-67.9% | $11,426-84.8% |